Investor Services - Associate - Fund Services
Morgan Stanley
Bengaluru, Karnataka, India
Category
NON-IT
Position Type
Full-Time
Company Overview
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Position Summary
We’re seeking someone to join our team as Associate who will be responsible to provide for Day to Day Investor Services, processing investor activity and keeping management appraised of operational issues.
Key Responsibilities
- Monitor the receipt of client and investor information through fax and email.
- Ensure that all investor activity is processed in a timely and accurate manner.
- Open new investor accounts ensuring compliance with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures.
- Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures.
- Ensure that all follow up queries to investors are handled in an appropriate manner.
- Handle routine email and fax queries from investors and fund managers in a professional and prompt manner, escalating where appropriate.
- Provide investors and their nominees with statements, contract notes and other documentation.
- Produce MIS and other internal operational reports that assist in the effective operation of the team.
- Ensuring that the records of the fund are maintained in a complete and organised manner.
- Keep management in Mumbai, Westchester and Dublin appraised of operational issues.
Experience Required
0 to 2 years prior work experience – preferably in financial services and with Investor servicing. Knowledge of hedge fund processing is a strong advantage.
Education Requirements
- A third level qualification – preferably in a business or numerical discipline
Soft Skills
- Good administrative and organisational skills with a particular focus on accuracy and attention to detail.
- An ability to work under pressure and an ability to cope with increased work loads at month-end.
- An ability to work as part of a virtual team that is spread across different time zones and geographies.
- An ability to use key financial systems and other IT tools.
Benefits
- We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.
- Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
- At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
- Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
- We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
- There’s also ample opportunity to move about the business for those who show passion and grit in their work.